+41.5%
NU vs VEA
+65.2%
-23.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.7% | -4.2% |
| 7D | -4.9% | -1.5% | -3.4% | -3.0% |
| 30D | +7.8% | -0.8% | +8.6% | +9.1% |
| 3M | +20.9% | +2.5% | +18.5% | +16.5% |
| 6M | +0.9% | +11.1% | -10.2% | -14.2% |
| YTD | -12.7% | +17.2% | -29.8% | -31.6% |
| 1Y | -6.4% | +24.5% | -30.9% | -33.1% |
| 3Y | +98.1% | +75.4% | +22.7% | -17.3% |
| All | +41.5% | +65.2% | -23.6% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling